Contents

Title and Copyright Information

Preface

1 About This Guide

2 Signing in and Getting Oriented

3 Setup Process Overview

4 Creating Other Setup Users

5 Getting Ready to Create Sales Users

6 Creating Sales Users in the UI

7 Importing Users from a File

8 Specifying Your Corporate Currency

9 Setting Up the Accounting Calendar

10 Setting Up Geography Reference Data for Territories and Addresses

11 Creating Your Sales Catalog

12 Enabling and Configuring Search

13 Importing Accounts and Contacts

14 Setting Up Sales Territories and Assignment

15 Configuring Opportunity Behavior

16 Setting Up Forecasting

17 Setting Up Oracle Social Network

18 Setting Up Microsoft Outlook

19 Setting Up Mobile

20 Additional Learning Resources

Glossary